Our goal is to maximize absolute returns through investing in a diversified portfolio of equities and fixed income securities that generate growth. By using a top down approach, securities are chosen for their strong fundamentals, value and momentum opportunities that are industry leaders.
Godspeed Strategic Portfolio - Managed by Hans Tung: Growth of $100,000.00 as of Sep 30, 2024, Start date: Mar, 2018
GWP Performance Summaries:
September 2024 learn more
The composite includes open fee-paying discretionary managed accounts where the strategy has been held for at least two months, through a purchase or a switch from another investment or a different CIBC Wood Gundy Advisor Managed Account (AMA) strategy. Also included in the composite are closed accounts that held the Strategy, up to the last full month the Strategy was held.
The composite includes AMA performance data, two months after the Strategy's inception in the AMA program. Composite performance returns are geometrically linked and calculated by weighting each account's monthly performance, including changes in securities' values, and accrued income (i.e. dividends and interest), against its market value at the beginning of each month, as represented by the market value at the opening of the first business day of each month. Performance returns are gross of AMA investment management fees, and other expenses, if any. Each individual account's performance returns will be reduced by these fees and expenses.
Individual AMA performance results may materially differ from those in this document due to the above and other factors such as an account's size, the length of time an AMA strategy has been held, cash flows in and out of the individual account, trade execution timing, market conditions and movements, trading prices, foreign exchange rates, specific client constraints, and constraints against purchasing securities of related and connected issuers to CIBC Wood Gundy.
Past performance may not be repeated and is not indicative of future results. This document is prepared for informational purposes only and is subject to change without notice.
